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The Series page is a crucial and mandatory step in the project management, used for creating and managing series for Tasks. To open this, navigate to Configuration->General Configuration->Series. Create Series: Select the Company. Choose Project Ma...

From this page, you can create categories to organize and classify projects based on the domain. To navigate here, go to Project->Project Setup->Project Categories. The Project Category will define the setup flow and workflow for the Project. Project Catego...

From this page, you can create and manage the task statuses used across your projects. These statuses help teams track the progress of tasks through various stages of the workflow — for example, In progress, On UAT, Development Done, or Client Review. The Tas...

From this page, you can configure and visualize the workflow of task statuses for each project category. The task flow defines how tasks move from one stage to another throughout the project lifecycle, and allows you to customize the behavior of each stage. T...

From this page, you can create and manage the platforms used across your projects. Platforms represent the different environments or channels a task or project may be associated with.  The Platforms defined here will be available for selection when creating t...

From this page, you can create and manage customers associated with your projects. Project customers represent the clients or companies for whom project work is being delivered. The customers added here can be linked to projects to identify who the paroject i...

From this page, you can create and manage test scenarios (test cases) used for quality assurance across your projects. Test scenarios define the conditions to be verified, the validation criteria, and the expected outcome for each test. The test scenarios cre...

From this page, you can organize test scenarios into groups, making it easier to assign and manage collections of related test cases across projects. The groups created here can be directly assigned to modules and tasks, making test case management faster and...

From this page, you can create and manage reasons that employees must select when manually adding or editing a timelog entry.  The reasons configured here will be available for employees to select when submitting a manual timelog request. To navigate here, g...

From this page, you can create and manage the statuses, priorities, and severities used across your projects and modules.  The statuses, priorities, and severities defined here will be available across all projects and modules for tracking and categorization....

From this page, you can create and manage reasons that employees must select when a task timer deviates from the expected or estimated time. The reasons configured here will be available for employees to select when a task timer deviates from the estimated ti...

From this page, you can create and manage reasons used when a reported issue is marked as "Not a Bug." These reasons help QA and development teams document why a particular issue does not qualify as a bug, and can be configured separately for QA and developer ...

From this page, you can create and manage project mode templates that define role-based permissions and restrictions for tasks within a project. These templates control what different roles can create, edit, delete, assign, and modify — giving you fine-grained...

From this page, you can configure default users to be automatically added to a project based on the platform. This ensures that the relevant team members are pre-assigned to a project whenever it is created under a specific platform, saving time on manual user...

From this page, you can create and manage alert templates that define when and how notifications are sent when project task estimations are crossed by a certain percentage. These templates help keep the relevant team members informed when task progress deviate...

From this page, you can define and manage access rights for user roles or individual employees specifically for the Project module. This allows you to control who can view, add, update, delete, or perform other actions on each page within the project module. ...

From this page, you can create and manage all projects within your organization. Each project brings together team members, task configurations, budgets, alerts, and location details into a single structured setup. The project created here serves as the centr...

Projects can be created in bulk by downloading and uploading an import sheet. To navigate here, go to Project->Project Setup->Projects. Download Sample Template: On the Projects page: Download the Sample Template. Import Sheet Fields: Fill ...

Project Modules: From this page, you can create and manage modules within your projects. Modules help break down a project into smaller, trackable components — each with its own estimation, billing type, budget, and test case groups. The modules created here...

From this page, you can configure default modules that are automatically added to every new project created under a specific project category. This saves time by pre-populating standard modules whenever a new project is set up. To navigate here, go to Project...